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Home Course The Evolution of DC Portfolios: Adding Private Markets and Guaranteed-Income Strategies for Better Retirement Outcomes

The Evolution of DC Portfolios: Adding Private Markets and Guaranteed-Income Strategies for Better Retirement Outcomes

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Class 26The Evolution of DC Portfolios: Adding Private Markets and Guaranteed-Income Strategies for Better Retirement Outcomes
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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Topics

  • In this class, Stephen Ulian, Managing Director at Apollo, and Rebecca Tadikonda, EVP of Strategy & Innovation at Athene, discuss the retirement funding gap in the US, and how private markets and guaranteed income can help address the imbalance between current savings and future retirement needs. A Q&A session follows the presentation.

    In this class, Stephen and Rebecca cover:

    • The retirement challenge.
    • Potential solutions to the retirement funding gap.
    • How solutions can be deployed to traditional retirement portfolios, especially target date funds.
    • How potential hurdles to implementation can be overcome.

Note: This class was recorded on March 4, 2025

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Course Content

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The Evolution of DC Portfolios: Adding Private Markets and Guaranteed-Income Strategies for Better Retirement Outcomes 2 Modules | 1 Test
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Session Content
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The Evolution of DC Portfolios: Adding Private Markets and Guaranteed-Income Strategies for Better Retirement Outcomes
The Evolution of DC Portfolios – CE Test
The Evolution of DC Portfolios – CE Test
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